This article will take you through the steps of how to manually pay out your team from you SocialLadder Admin Web Portal account. If you plan to pay your users from a source outside of PayPal, whether it be through your own e-commerce site or another method, this feature is for you. With this feature, you are able to create, process, and track payout batches that you send out on an external platform. The transactions will be manually paid out on SocialLadder and points will be removed from users’ profiles. Export your reports from SocialLadder and upload to your e-commerce platform to payout your team and easily reconcile transactions.
Setting Up Your Payout Integration
1. From your Admin Web Portal account, click on the “Settings” tab and select the “Enable Manual Payments” option under the “Payout Integration” header. A message will pop out asking if you are sure you want to setup Manual Payouts for your account - click on Yes.
2. You're all set!
Create and Process Your Payout
1. Click on the “Payouts” tab and click on “Create” to create your first batch.
2. Add a name and description for your batch - this will help to organize your payment. Click on “Add” to create the batch.
3. From this payment batch draft screen, begin selecting the transactions that you would like to include in your payout. Click on “Add Selected” once complete and you will receive a message stating that the transactions were successfully added to the batch. Find transactions easily by using the filter option on the right hand side of the screen under the Status field. By default, 1 point is equal to $1 for pay outs.
4. From the Review Batch screen, review the transactions that have been added to the batch - observe the number of ambassadors included, transactions added, and total value of the batch. Once reviewed, click on “Process Payment.”
A message will pop out asking if you would like to proceed with your payment - click on Yes.
5. From the main payment batches screen, observe the batch processing and later processing to a “Complete” status. Hover next to the Status column and click on the eye to view your completed batch.
Export Your Completed Payout Transactions & Access Reports
1. After clicking “View” on the completed batch, click on the “Export” button to download a copy of your batch. Use this information on your external e-commerce platform to reconcile payments.
2. Access additional Payout reports by clicking on the “Reporting” tab and selecting from the different available Payout reports from the drop down menu.
You have successfully used the Payouts feature to manually payout users in your program! If you have any other questions please reach out to our support team by clicking on the Blue Intercom button at the bottom right hand corner of the Admin Web Portal.